Reporting

Process Manager allows you to create various customizable reports in the form of spreadsheets or as PDF files. This enables business users to analyze your process hierarchy offline, and in formats decision makers and analysts are already familiar with. The standard reports that are accessible via the Explorer’s Reporting dropdown menu cover most business use cases. If you require a special kind of report that is not provided by the tool, you can ask one of your workspace administrators to create a custom template.

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The reporting menu

Important

Many of the reports access default dictionary categories during the generation process. In case you suspect that your dictionary configuration causes problems during the generation of a report, take a look at the chapter Defining custom categories for dictionary entries.

Process documentation and templates

It is possible to export process documentation documents as PDF and Microsoft Word files. Process documentation documents are comprehensive documents that contain both diagram graphics as well as relevant diagram attributes, such as description and responsibilities.

As a workspace administrator, you can create individual templates for process documentation reports. A guide on how to create new templates can be found in the corresponding chapter of this manual. Once created, a custom template can then be selected during the creation of a process documentation report.

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Analysis

Signavio Process Manager provides a possibility to set key performance indicators (KPI) in event-driven process chains (EPC) and BPMN 2.0 process diagrams, which allows detailed process analyses.

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Furthermore, qualitative reports can be created for BPMN 2.0 diagrams and EPC:

Process model metric and process characteristics

A process model metric contains information about the usage of diagram element types and can be created for any diagram type:

To create a summary of element details that are used in your BPMN 2.0 or EPC diagrams, read the following chapter:

User and group assignment

Workspace administrators can create reports that list for each user the groups the user is a member of:

Governance report

Workspace administrators can access usage data of your workspace with the governance report. For example, you can see at a glance how many process models have been created.